build protect

At Mosley & Associates, we help business owners and entrepreneurs to establish a sound financial plan that covers all aspects of a business lifecycle — to create a unique and tailored solution to meet the needs of the business, their family and their estate.

G. Lee MosleyCLU, EPC

Investment Advisor

Lee Mosley has more than 30 years of experience helping business owners and professionals with key decisions around retirement and estate planning. His Personal Wealth Management Strategy™ covers everything from employee benefit programs to shareholder issues, from personal ...
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Cindy Cleary

Administrative Assistant, Insurance And Benefits

Cindy Cleary has been working for Lee Mosley & Associates since September, 2001 and is a SLC Graduate. She started out as an Administrator Assistant with general duties and has been primarily a Group Benefit and Insurance Administrator Assistant for 10+ years.
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Sheila HemstedInvestments

Administrative Assistant

Sheila has worked in the securities industry since 1971, always on the operations side working with the sales force and operations teams. Sheila worked for IPC from 2002 until 2012 when she left Toronto to move to Ottawa. Sheila has been working with this team since 2014 and...
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Supporting the communities within which we work


At IPC, we built IPC Cares to bring together the various efforts we make towards enhancing the communities within which we operate. By adopting causes that are close to our hearts, we keep ourselves committed and accountable.

Last year alone, as a company, we supported the aid efforts on the Fort McMurray fires, palliative care through The Healing Cycle Foundation and women and children through The Salvation Army.

Perhaps the most significant effort we undertake, and one that we believe is representative of the kind of work that inspires and keeps us committed to our Corporate Social Responsibility(CSR) efforts, is the community development project in Honduras with The Carpenteros & Friends. Last year’s project involved a group of IPC staff and Advisors volunteering their time and energy on the ground. Very little is as inspiring and rewarding as living the lives of the people you’re helping, and every one of the people who took the journey came back a changed person, even more determined to stay committed to making a difference in the world!

We also made countless small but significant contributions of our time and resources within our communities through many grassroots charities we believe in, and the ripple effects of their efforts are always rewarding.